Monthly Tips May 2018

Monthly Tips

MAY 2018

It’s too early to tell if charitable giving will be substantially affected by the new tax law in 2018, but notable large gifts are certainly still being made. Gifts large and small should be made on a tax-efficient basis so as to maximize the potential benefit for both the giver and the receiver. Thinking charitably? Schedule a meeting with our experienced professionals.

April flowers bring May flowers! It’s planting season in New Jersey, and for those with a green thumb, time to tend to their gardens. At Garden State Trust Company, we realize that many of the aspects of a successful garden are similar to creating a successful investment portfolio. Click above to see our top tips for successful gardening, and how they apply in the world of investing.

In a world where it is becoming more difficult to protect your data and retain your privacy, some arrangements that have been around for centuries can still be employed to protect the privacy of your financial affairs. The public sees many famous celebrities pass on, yet can only speculate about their wealth transfer and estate plans because those assets were transferred privately through trusts. Garden State Trust Company can show you how to use a trust to ensure your privacy.

About

Garden State offers a variety of trust administration and investment services to help you plan for your family’s future. Garden State Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.